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showing 1-24 of 174 results

Intro to Mutual Funds Presentation (Financial Literacy)
Financial Literacy: Mutual Funds - This informative presentation is an easy-to-understand review of basic concepts and terms that are used every day in the financial world when discussing mutual funds. Students will learn what a mutual fund is, how they are managed, as well as the advantages and d
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Mutual Funds Lesson Plan (PPT + Activity)
Help students master investment types with this engaging mutual fund lesson plan. This file contains a Microsoft PowerPoint Presentation on mutual funds and a mutual fund research activity. I use this lesson for my Personal Finance course. It could also be used in a Banking and Finance or General Bu

Also included in: Investing Unit Bundle (Stocks, Bonds, Mutual Funds, and Speculative Investments)

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Intro to Mutual Funds (Bundle): A Financial Literacy Assignment
Financial Literacy: Intro to Mutual Funds Bundle - Includes presentation, task cards and a test. Bundle up and SAVE!! By bundling you SAVE 20% off individual prices. It’s like getting the Intro to Mutual Funds Test for 10¢The Intro to Mutual Funds bundle includes the following lessons...Intro to Mu
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4.0

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Mutual Fund Internet Research Activity
In this activity students use the Morning Star website to research various mutual funds. For this assignment, students use the fund name and ticker to research the Net Asset Value, Fund Type, Fee Level, Investment Style, and Asset Allocation. Following the research segment, students then answer que

Also included in: Personal Finance Mega-Bundle

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Mutual Fund PowerPoint Presentation (PPT)
Mutual funds are underrated when it comes to educational materials. Use this resource to explain just how valuable mutual funds can be as an investment tool. This product is a Microsoft PowerPoint Presentation on mutual funds. This resource explains the purpose of mutual funds, why they are an effec
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Intro to Mutual Funds Test (Financial Literacy)
Financial Literacy: Intro to Mutual Funds Test - This test was designed as a companion to my Intro to Mutual Funds presentation. It includes 21 matching questions that cover mutual fund basics. This lesson is part of a money saving bundle. Click here to view.Topics tested... What is a mutual fun
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Investing Unit Bundle (Stocks, Bonds, Mutual Funds, and Speculative Investments)
Looking for some great resources to teach your high school students about investments? This resource has a large assortment of various teaching tools including Microsoft PowerPoint Presentations and accompanying activities.Topics covered in this unit include: risk vs. return, diversification, rule o
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Intro to Mutual Funds Task Cards (Financial Literacy)
Financial Literacy: Intro to Mutual Funds Task Cards - These 24 task cards are a fun way to reinforce the concepts and terms that were introduced to students in the Intro to Mutual Funds presentation. Questions include multiple choice, short answer and true or false. These cards can be used indivi
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Mutual Funds, An Economics Lesson - Lesson 14
In this lesson, students will learn about mutual funds and create their own mutual fund company. Students will: • Apply and extend previous understandings of multiplication and division. • Fluently divide multi-digit numbers using the standard algorithm. • Solve real world and math
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ROLEPLAY: Let’s Make a Mutual Fund
The objective of this whole-class activity is to illustrate the power of diversification when it comes to stocks. Each student receives a card representing one publicly traded company and its returns over the past year. Then, in various rounds, students compare their performance when paired with ano
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Lesson Objectives: Gain knowledge about Index Exchange Traded Fundss like the SPY, DIA, QQQ, and IWM Understand Sector ETFs Why investing in an Index ETF is a better option than buying a mutual fund
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Duration: 6:59

Mutual Funds
This powerpoint presentation gives the basic information about the three different types of mutual funds and their basic objectives.
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PPTX (56.18 KB)

FINANCIAL LITERACY BIG BUNDLE (The Money Trail) - ALL Chapters, Tests & PPTS
FINANCIAL LITERACY BIG BUNDLE (The Money Trail) - ALL Chapters - Tests & PPTS (2018 Updates) - is the Financial Literacy "TEACHERS DREAM - THE BIGGEST DEAL" that many of you have been asking for -- it is now available for customers interested in the whole series (Chapters, Tests & PowerPoint
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FINANCIAL LITERACY (The Money Trail) COMPLETE BUNDLE "PARTS 1-24 + Tests  1-7"
FINANCIAL LITERACY (The Money Trail) COMPLETE BUNDLE "PARTS 1-24 + Tests 1-7" (Updated 1.2018) - is the Financial Literacy "BIG DEAL" that you have been waiting for! This 388-page resource (THIS IS NOT A TEXTBOOK) includes E-V-E-R-Y-T-H-I-N-G you need for successful instruction in your Financial Li
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Personal Finance Project Bundle
Supplement your Personal Finance curriculum with these 7 engaging activities/projects! This bundle is perfect for your high school students and will encourage them to utilize research, presentation design, and critical thinking skill. These materials are designed to promote personalized learning, st
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Intro to Investing in the Stock Market (Bundle): A Financial Literacy Assignment
Financial Literacy: Intro to Investing Bundle - Everything you need to introduce your students to investing in the stock market. Includes presentation, task cards and test.Bundle up and SAVE!! By bundling you SAVE 22% off individual prices. It’s like getting the Intro to Investing in the Stock Mar
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Personal Finance Activity Bundle
Engage your students in active learning with this Personal Finance Activity Bundle! This bundle contains a smorgasbord of different activity types including: 2 QR Code Scavenger Hunts (QR Code Guide in preview), Chat Stations, QR Code WebQuest, 2 Gallery Walks, 2 Sets of Case Studies, 2 Escape Activ
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Investing and Retirement Unit Bundle
Check out this awesome collection of investment and retirement resources! This product contains a broad range of resources to teach Investments and Retirement. Topics covered in this unit include: risk vs. return, diversification, rule of 72, investment philosophies, stocks, bonds, mutual funds, spe
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$14.99
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FINANCIAL LITERACY - The Money Trail - Part 13 – Income Taxes 2017 Pkg 3in1
FINANCIAL LITERACY - The Money Trail - Part 13 – Income Taxes 2017 Package 3 in 1 includes the Chapter download, PPT presentation 2017, Assessments & Vocabulary, and IRS Activity called Understanding Taxes – students learn that the federal taxes that had been withheld from employee paychecks thr
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Intro to Investing in the Stock Market Presentation (Financial Literacy)
Financial Literacy: Intro to Investing in the Stock Market - This presentation is an easy-to-understand review of basic concepts and terms that are used every day in the financial world when discussing stock and the stock market. Students will learn everything from what a stock is, to how investo
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Investing Terms Assignment (Financial Literacy)
Financial Literacy: Investing Terms - This three-part, hands-on lesson covers basic investing terms used on the New York Stock Exchange, and is designed to aid students in analyzing stock summaries, charts and graphs. It is packed full of reinforcing activities, like crosswords, on-line flashcards
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Money Concepts that Make Cent$: Money Term$ & Account Types = Apply Math Skills!
Learn Basic Money Term$ & Account Type$. An introductory book presenting simple, easy to learn concepts about the major types of money accounts that will be encountered during a person’s life. This curricula is intended as a generic, simple to comprehend overview of money concepts. Includes:Conc
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FINANCIAL LITERACY - The Money Trail - Part 5 - Budgeting, Manage Your Spending
FINANCIAL LITERACY - The Money Trail - Part 5 - Budgeting, Manage Your Spending - presents the need for financial goals, developing good credit rating, saving for emergencies and unexpected expenses, and to limit spending by creating and maintaining a budget. A budget will help develop good money m
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How to teach the Stock Market Game - Stock Market for Life
Stock Market for Life is an expanded edition of How to teach the Stock Market Game. Teach your students the basics of investing in individual stocks, mutual funds, and bonds. P/E, PEG, Revenue and Net Income Growth, Net Margins, Return on Equity, Debt to Equity, and Price to Book sections with w
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showing 1-24 of 174 results

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